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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,402 | $106,524+20.5% | $152,301-15.7% | $87,485+46.8% |
| Participation rate | 88.4% | 75.8%+12.6pp | 82.4%+5.9pp | 68.9%+19.4pp |
| Annual return | 16.63% | 26.89%-10.3pp | 80.50%-63.9pp | 26.06%-9.4pp |
| Employer contribution / active EE | $3,545 | $3,371+5.1% | $4,624-23.4% | $2,596+36.5% |
| Participant deferral / active EE | $6,862 | $6,525+5.2% | $8,004-14.3% | $4,274+60.6% |
| Admin fee / account holder | $1,475 | $8,287-82.2% | $14,398-89.8% | $7,775-81.0% |